See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,417 | $270,399-35.1% | $209,409-16.2% | $357,791-51.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 80.4%+5.4pp | 85.6%+0.1pp |
| Annual return | 12.65% | 194.89%-182.2pp | 159.49%-146.8pp | 396.79%-384.1pp |
| Employer contribution / active EE | $2,757 | $6,982-60.5% | $5,035-45.2% | $7,508-63.3% |
| Participant deferral / active EE | $8,823 | $4,606+91.6% | $4,230+108.6% | $5,521+59.8% |
| Admin fee / account holder | $20,376 | $18,969+7.4% | $16,474+23.7% | $28,387-28.2% |